Oct 24 • General discussion
Finally Onboard!
Honestly, had a little paralysis but Bill was patient and answered my bajillion questions. Just got on today and working on transferring all my contacts over from Monday.com.
BIGGEST TAKEAWAY
Look at the shit I didn't use and get rid of it! If I make adding contacts simple and only have the necessary info in there, I'm more inclined to habitually fill the entire thing out.
For those of y'all who don't know, I wear a few hats that all have to do with funding deals. Capital Raiser, HML, and Credit Stacking. I feel like they are all similar but I need to make sure that I'm keeping these leads and resources nice and organized.
If anyone has takeaways/tips/two cents, I'd love to hear from you down below!!
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Finally Onboard!
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